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600255.SS$3.99+9.92%
Fair $3.99+0.0%

600255.SS

600255.SS

Basic Materials / CopperShanghai

$3.99

+0.36 (+9.92%)

Fairly Valued+0.0%Fair Value $3.99Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-164.9M · quality 61.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

45/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 2.1%, below the 5% threshold
Thesis & Journal · 600255.SSLocal privado en este navegador · 600255.SS
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$0

P/E

199.5x

↑

EV/EBITDA

29.1x

↑

ROE

2.1%

↑

Gross Margin

6.8%

↓

Debt/Equity

0.84

↑
52-Week Range$4
$3$5

TradingView lightweight chart

600255.SS price, volumen y niveles de valoración

Último $3.990Periodo +38.6%
Fair value: $3.990

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+15.4%

FCF CAGR

—

FCF margin

-6.9%

FCF / Net income

-10.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.75B · net income $30.9M · FCF $-326.3M

2022-FY → 2025-FY

Gross margin

6.8%-3.9% pts

Operating margin

1.5%-0.9% pts

Net margin

0.7%-2.5% pts

FCF margin

-6.9%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.75B$4.75B$3.96B$3.20B$3.09B
Net Income$30.9M$30.9M$62.4M$-61.3M$97.7M
EBITDA$230.3M$230.3M$233.0M$54.5M$221.3M
EPS0.020.020.03-0.030.05
Gross Margin6.8%6.8%7.8%7.2%10.7%
Operating Margin1.5%1.5%1.8%-0.9%2.4%
Net Margin0.7%0.7%1.6%-1.9%3.2%
Balance Sheet
Debt/Equity0.840.840.630.530.42
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$-326.3M$-326.3M$-151.8M$-164.9M$-186.6M
Returns
ROE2.1%2.1%4.4%-4.5%6.9%
Valuation
P/E199.50199.50119.67—52.80
EV/EBITDA29.1529.1532.5379.9422.20
P/B4.224.225.223.163.66
Growth & Yield
Revenue Growth20.0%20.0%23.7%3.4%—
EPS Growth-33.3%-33.3%200.0%-160.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

160.6%

muy exigente

EPS terminal req.

$0.35

Spread vs growth

-194.0%

5Y implied EPS CAGR

84.6%

muy exigente

EPS terminal req.

$0.43

Spread vs growth

-117.9%

10Y implied EPS CAGR

42.5%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

-75.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +21.3%

Total return

+21.3%

Start / end P/E

109.7x → 199.5x

EPS bridge

0.03 → 0.02

Residual

-27.3%

EPS growth-33.3%
Multiple rerating+81.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-27.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.